Jake Craven

Associate Financial Planner

Jake Craven is a Financial Planner at PSA Wealth, where he works alongside a team of advisors serving business owners, executives, and high net worth families across the Atlanta area. Jake focuses on helping clients bring together the different pieces of their financial lives, including investments, retirement planning, tax strategies, insurance, and estate planning, into a coordinated long term strategy.

Jake believes the best financial planning starts with education. His approach is centered around helping clients understand their options, the reasoning behind each recommendation, and how different decisions can impact their overall financial picture. By providing clarity and context throughout the planning process, Jake helps clients feel confident in the decisions they are making and the strategy they have in place.

For clients looking for a thoughtful and strategic partner to help navigate the complexities of wealth, Jake brings a relationship driven approach focused on planning, problem solving, and long term results.